IJR icon

iShares Core S&P Small-Cap ETF

2,491 hedge funds and large institutions have $62.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 984 increasing their positions, 1,049 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.22% more ownership

Funds ownership: 72.39%72.61% (+0.22%)

1% less funds holding in top 10

Funds holding in top 10: 298296 (-2)

6% less repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 1,049

Holders
2,491
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
296
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58M
Puts
$40.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
2551
L2 Asset Management
Massachusetts
LWA
2552
Lantern Wealth Advisors
New York
NA
2553
Novus Advisors
South Carolina
FTUS
2554
Flow Traders U.S.
New York
KNW
2555
Kesler Norman & Wride
Utah
SWGC
2556
Summit Wealth Group (Colorado)
Colorado
NWM
2557
Northwest Wealth Management
Iowa
GLA
2558
Great Lakes Advisors
Illinois
BCMLT
2559
Beacon Capital Management LLC (Tennessee)
Tennessee
TPWA
2560
Twin Peaks Wealth Advisors
California
HT
2561
Headlands Technologies
Illinois
WWM
2562
Wagner Wealth Management
South Carolina
Fuller & Thaler Asset Management
2563
Fuller & Thaler Asset Management
California
IWA
2564
Icon Wealth Advisors
Texas
DCM
2565
Disciplina Capital Management
Tennessee
MM
2566
Main Management
California
BFP
2567
Briaud Financial Planning
Texas
WTFG
2568
Wood Tarver Financial Group
Idaho
T
2569
Transce3nd
Texas
GWM
2570
Gitterman Wealth Management
New Jersey
WAG
2571
Windsor Advisory Group
Ohio
CICI
2572
Capital Investment Counsel Inc
North Carolina
MS
2573
Marshall & Sullivan
Washington
IRC
2574
Investors Research Corp
Georgia
LFA
2575
Legend Financial Advisors
Pennsylvania